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Stone House Investment Management’s CVS Health CVS Stock Holding History

Stone House Investment Management’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.5K Buy
440
+10
+2% +$893 0.01% 234
2026
Q1 		$30.9K Buy
430
+17
+4% +$1.31K 0.01% 230
2025
Q4 		$32.8K Sell
413
-31
-7% -$2.44K 0.01% 205
2025
Q3 		$33.5K Sell
444
-71
-14% -$4.87K 0.01% 187
2025
Q2 		$35.5K Sell
515
-57
-10% -$3.74K 0.01% 178
2025
Q1 		$38.8K Buy
+572
New +$34.2K 0.01% 162
2024
Q4 		– Sell
-436
Closed -$27.4K – 125
2024
Q3 		$27.4K Sell
436
-116
-21% -$6.77K 0.01% 157
2024
Q2 		$32.6K Sell
552
-219
-28% -$13.7K 0.01% 154
2024
Q1 		$61.5K Buy
+771
New +$58.9K 0.01% 110
2023
Q3 		– Sell
-26
Closed -$1.81K – 345
2023
Q2 		$1.81K Buy
+26
New +$1.85K ﹤0.01% 274

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Stone House Investment Management's CVS Position: Q2 2026 in Review

Stone House Investment Management increased its CVS Health (CVS) stake by 2.3% in Q2 2026, buying an estimated $893 and bringing the position to 440 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #234.

Stone House Investment Management first reported a position in CVS in Q2 2023 and has held it in 10 quarters since. The position peaked at $61.5K in Q1 2024. 2,074 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Stone House Investment Management held 440 shares of CVS Health worth $45.5K as of Q2 2026.
  • Stone House Investment Management bought 10 CVS Health shares in Q2 2026, an estimated $893.
  • CVS Health made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #234 holding.
  • Stone House Investment Management first reported a position in CVS Health in Q2 2023 and has held it in 10 quarters since.
  • Stone House Investment Management's CVS Health position peaked at $61.5K in Q1 2024.
  • 2,074 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.